+54.8%
UCTT vs VT
+66.2%
-11.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +4.2% | +0.4% | +3.8% | +3.2% |
| 30D | -9.7% | +1.0% | -10.7% | -11.4% |
| 3M | -22.7% | +2.4% | -25.1% | -24.0% |
| 6M | +22.8% | +12.0% | +10.8% | +0.4% |
| YTD | +185.9% | +15.3% | +170.6% | +120.9% |
| 1Y | +203.2% | +22.6% | +180.6% | +109.5% |
| 3Y | +104.1% | +74.7% | +29.4% | -26.3% |
| All | +54.8% | +66.2% | -11.4% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling